Unmanned shelves are placed in the billiard hall Stand on the tuyere of unmanned shelves have entered the staking stage, under the urging of capital has quietly ushered in shuffling. Unmanned shelves of players are even some impatient with the current pace of development, the choice of radical, radical At the same time, many problems behind the scenery are also exposed. According to statistics, the unmanned shelf market this year, the rapid influx of more than 50 start-ups, venture capital hit more than 2 billion yuan in the rapid development of head players, small and medium-sized players outdone under the competitive situation, some companies in order to obtain the surface of the market, Began to take irrational play, at no cost to seize high prices to seize the spot. Tomorrow's news was informed that star players with no shelves, rapid financing nearly 5 billion this year, the convenience of the beins, due to over-radical expansion, is facing a new round of financing difficulties in arrears suppliers payment difficulties. Unmanned shelves surface scenery Behind the hidden problems are being exposed. This year, Lv Guangyu was founded by a team of senior executives from Lv Guangyu and other former U.S. regiments. Wang Xing, the founder of the US delegation, and Zhang Tao, former founder of the public comment, all participated in the investment. Angel Wheel that get the speed of light China's 100 million yuan investment, early November also received Sequoia and other institutions 380 million A round of investment, the limelight at noon. However, the high-speed running of the agile recently encountered trouble.It is reported that the recent agile facilities and equipment providers, a well-known electrical companies to negotiate, requiring the other side agreed to stop before the purchase of refrigerators and other equipment production. At present, there are still 10,000 freezers in the supplier's warehouse, more than 2,000 freezers are not sent to the fringe benefits, while the other two are not allowed to pay the down payment if the payment is not made. If the payment is not made, it will face more than 2 million defaults In addition, the company has also been exposed to default payments owed by some suppliers, with delinquent accounts ranging from 7 to 20 days. Tomorrow, the financial contact with the electrical business in the Northern District sales person in charge to verify the matter, the other party to the matter of cooperation has always been the subject of the headquarters is not responsible for the response. Tomorrow, Financial Information also linked to a Shandong supplier allegedly owed payment , The supplier said it is inconvenient to position. Radical expansion Incomplete statistics show that this year the unmanned shelf market quickly poured into more than 50 start-ups, venture capital smashed more than 2 billion yuan in just a few months, the head of the market players such as orangutan, the United States and other small fruit Financing up to several hundred million dollars. The lack of effective barriers to competition is a matter of debate as unmanned racks have been born, and while the number of unmanned shelves is still on the rise, unmanned shelves do not seem to find a better model. Whether it is under the banner of differentiated operations or selling smart shelf gimmicks, in fact, unmanned shelves eventually still have to return to the point battle, that who occupy more spots in the scene, who may lead the competition , And won the favor of investors. Many unmanned shelves companies have experienced rapid expansion after financing and have laid out tens of thousands of points in half a year. However, there is some evidence that many unmanned shelves in the market are not all laid out in the required office space, and some of them are arbitrarily placed in open areas such as beauty parlors, arcades and the like, even in open areas. What is the proportion is not clear. Suspected to be placed on the shelves of the salon Unmanned shelves are placed in the open air Some materials show that in order to quickly shop, some unmanned shelves business team at high prices to buy invalid spots, picking up competitors leaks.High-priced acquisition of competitors eliminated points, and even for some do not meet below the wind Control standard points according to a single charge. The all-encompassing nature of the office scene is exclusive, which means that just one unmanned shelf in the same office scenario is enough, and ever-present players are keen to compete for every one that welcomes unmanned shelves, leading to fierce competition. After getting a lot of financing, the competition has become even more bloody. According to people close to the situation, some unmanned shelves are often willing to subsidize thousands of dollars in the hope of replacing their competitors' shelves with their shelves. In fact, this "cost-effective" investment is more like an irrational play in obtaining a market-leading surface and obtaining follow-up financing. As a result, operations will only incur high costs and make it difficult to earn normal returns. Burning crisis Most unmanned shelves companies claim that unmanned shelves eliminate the most expensive labor and rental space in the store, but the cost of unmanned shelves is not as hypocritical. As the current competition in the unmanned shelf market is mainly competition, the primary cost is also the initial cost of unmanned shelves. This mainly includes the cost of business, the cost of shelf equipment and the cost of goods for the first time. Although the methods of estimation vary , But the cost of a point at least 4000-5000 yuan. Suppose an unmanned shelves company is currently laying 30,000 points, then only laying the money needs at least 150 million or so, so only the deployment of unmanned shelves itself is a huge expenditure for the enterprise.And put unmanned shelves and follow-up operations are required A lot of manpower, so unmanned shelves of the same high labor costs. Unmanned shelves business model is the most dangerous or high damage, loss .Recent investors Zhu Xiaohu had talked about unmanned shelves when they are not optimistic about the reason that the sales of unmanned shelves is not high cargo damage rate is high . 'Why can a lot of street convenience stores make money? One is because of tax evasion, the second is because of the sale of counterfeit cigarettes. As an unattended container model, it is impossible to evade tax evasion, nor sell cigarettes, nor sell counterfeit cigarettes so I I think this model is difficult to make money. "Zhu Xiaohu said so. Under unattended conditions, cargo damage and losses are the most serious industry problems at present, and according to unmanned shelves practitioners, the market share of some unmanned shelves now accounts for 80% of their sales revenue, except radical Marketing strategy makes the cost increase, cargo damage and losses are included in the cost of the market is very important reason. When unmanned shelves players realize that unmanned shelves rely on the competitive model is difficult to survive, many unmanned shelves companies began to try to differentiate, such as the introduction of freezers, hot cabinets, fresh food, but this supply chain The requirements will also be higher and the operating costs will rise accordingly. Beginning in September, the company started to offer freezers with fresh-keeping functions in succession from the beginning of September 2008. In the past few days, the company has announced that it has signed a contract with Star Group To achieve strategic cooperation, custom nearly 1 million custom refrigerators. This batch of custom freezer single market price of about 2000 yuan, assuming the purchase cost of more than 1,000 yuan, then the price of ample to buy these freezers only need to pay more than 1 billion yuan in 2018. Therefore, although unmanned shelves enterprises have received high financing in short time, considering that the rapid expansion of unmanned shelves equals burn-in, coupled with their deployment in physical convenience stores and the generous investment in purchasing equipment, the speed of financing is obviously Can not keep up the burn rate. Unmanned shelves burn the battle, but also how long?
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